Using Conditional Logic

Safe Ag Systems Checklists and Ag Auditor have conditional logic functionality which enables you to direct workers to particular prompts and fields based on their responses.

The following video provides an overview of how you can utilise conditional logic in Checklists and AgAuditor.

 

An example of where conditional logic can help is when dealing with a Yes/No question. with a Yes then they can continue through the checklist. However, if a user responds with No then an add task element can be activated.


Conditional Logic can be applied to particular Response ElementsResponse Elements which can include conditional logic are:

  • Text Field
  • Dropdown list
  • Check-boxes
  • Radio buttons


To create conditional logic on a response, do the following steps:

  1. Create the response field by dragging it into the checklist (ie. text field, dropdown list, check-box or radio button).
  2. If you wish to direct a particular response to an element, create the element (ie. external link, Image, SAS Document or Video).
  3. Click the Conditional Logic icon icon-conditional-logic on the right hand side of your response field created in step 1, click Add More button.

    conditional-logic-element

  4. Use the drop down arrow for If option to select the response you wish to link to conditional logic.

    conditional logic screen
  5. Use the second drop down arrow to select the element or message you wish to direct the responder to.
    1. Users can be directed to an Element by selecting Show an element, such as
      • To create a Task
      • A SAS document (policy or procedure)
      • An image
      • An external link
    2. Users can be directed to a message by selecting Display a message to the user
    3. A Task can be automatically generated by selecting the Create Checklist Follow-up task option for a Text Field response element. This auto-generates a follow-up task-based and defaults the text entered into the Text Field as the task description. The Create Checklist Follow-up task option can only be specified against a Text Field element. 

  6. Continue creating Conditional logic by adding more conditions by clicking on the Add more button at the bottom of the pop-up screen.

    adding conditional logic


7.  Once done, click Save.



What's Next?

Building an Audit

Creating a new checklist

Using Content Elements and Response Elements.